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Form 5500 · Retirement plan · MERCER ISLAND, WA

FRENCH-AMERICAN SCHOOL OF PUGET SOUND

The filing calls this plan FRENCH AMERICAN SCHOOL OF PUGET SOUND 403(B) DC PLAN.

FRENCH-AMERICAN SCHOOL OF PUGET SOUND of MERCER ISLAND, WA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TIAA-CREF. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1682584 · plan 001 · plan year 2025, filed Sep 21, 2026

Participants at the start of the year
187
Contracts on file
1
Contract value
$1,734,540
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $1,734,540 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC195December$1,734,540$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

TIAA
Custodian · EIN 13-1624203
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$13,895,770
Paid out in benefits
$380,856
Participants at the start of the year
187
Participants with account balances
194

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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